Column Capital Advisors’s ExxonMobil XOM Stock Holding History

Column Capital Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$222K	Sell	1,884 -92	-5%	-$10.1K	0.03%	138
2023 Q2	$212K	Sell	1,976 -34	-2%	-$3.71K	0.03%	134
2023 Q1	$220K	Sell	2,010 -206	-9%	-$22.8K	0.03%	134
2022 Q4	$244K	Sell	2,216 -709	-24%	-$76K	0.04%	109
2022 Q3	$255K	Buy	2,925 +8	+0.3%	+$730	0.05%	94
2022 Q2	$250K	Sell	2,917 -1,143	-28%	-$103K	0.05%	96
2022 Q1	$335K	Sell	4,060 -150	-4%	-$11.7K	0.06%	89
2021 Q4	$258K	Hold	4,210	–	–	0.05%	110
2021 Q3	$248K	Buy	4,210 +1,600	+61%	+$91.2K	0.05%	110
2021 Q2	$165K	Hold	2,610	–	–	0.03%	138
2021 Q1	$146K	Buy	2,610 +150	+6%	+$7.86K	0.03%	143
2020 Q4	$101K	Sell	2,460 -48	-2%	-$1.8K	0.03%	166
2020 Q3	$86K	Sell	2,508 -449	-15%	-$18.4K	0.03%	174
2020 Q2	$132K	Sell	2,957 -5	-0.2%	-$224	0.04%	125
2020 Q1	$112K	Sell	2,962 -181	-6%	-$9.99K	0.05%	111
2019 Q4	$219K	Buy	+3,143	New	+$217K	0.11%	81

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Column Capital Advisors's XOM Position: Q3 2023 in Review

Column Capital Advisors reduced its ExxonMobil (XOM) stake by 4.7% in Q3 2023, selling an estimated $10.1K and leaving 1,884 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #138.

Column Capital Advisors first reported a position in XOM in Q4 2019 and has held it in 16 quarters since. The position peaked at $335K in Q1 2022. 3,578 funds tracked by Wall St. Rank hold XOM as of Q3 2023.

Column Capital Advisors held 1,884 shares of ExxonMobil worth $222K as of Q3 2023.
Column Capital Advisors sold 92 ExxonMobil shares in Q3 2023, an estimated $10.1K.
ExxonMobil made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #138 holding.
Column Capital Advisors first reported a position in ExxonMobil in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's ExxonMobil position peaked at $335K in Q1 2022.
3,578 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.